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5 Signs It’s Time to Leave Your Broker-Dealer

5 Signs It’s Time to Leave Your Broker-Dealer

by Kathleen Burns Kingsbury | Sep 16, 2024 | Podcast Insights

When it comes to your financial advisory career, a healthy culture is crucial for growth, happiness, and success. But what do you do if your gut is telling you it may be time to leave? On a recent episode of the Breaking Money Silence Podcast, Alanah Phillips, a RIA...
Harnessing the Power of Working Moms

Harnessing the Power of Working Moms

by Kathleen Burns Kingsbury | Aug 19, 2024 | Podcast Insights

Today, we delve into the untapped economic potential of working moms. I had the pleasure of speaking with Carla Titus, a financial expert with over seventeen years of corporate finance planning experience and the founder of Wealth Worth Within, recently for the...
5 Best Practices for Developing a Strategic Plan

5 Best Practices for Developing a Strategic Plan

by Kathleen Burns Kingsbury | Jul 22, 2024 | Podcast Insights

On a recent episode of the Breaking Money Silence Podcast, listeners learned that creating a strategic marketing plan is essential for any business aiming to achieve long-term success. Our guest, Susan Gold, the founding partner of Susan Gold Coaching, shared her 5...
5 Tips for Attracting More Women to Your Wealth Management Firm

5 Tips for Attracting More Women to Your Wealth Management Firm

by Kathleen Burns Kingsbury | Jun 24, 2024 | Podcast Insights

Wealth management firms continue to struggle to attract and retain female advisors and women continue to be underrepresented in the financial industry. Recently, I had an interesting discussion with Kate Healy of Advocate IQ on my podcast, Breaking Money Silence where...
5 Tips for Black and Brown Female Advisors

5 Tips for Black and Brown Female Advisors

by Kathleen Burns Kingsbury | May 27, 2024 | Podcast Insights

Being a black or brown female advisor in the financial industry comes with its unique set of challenges. From navigating biases to communicating value effectively, there’s a lot to consider. I turned to Lazetta Braxton, a trailblazing advisor and friend, to...
Communicate Your Value as an Independent Advisor

Communicate Your Value as an Independent Advisor

by Kathleen Burns Kingsbury | Apr 22, 2024 | Podcast Insights

Cameo Roberson, founder of Atlas Park Consulting was a recent guest on the Breaking Money Silence® Podcast. In our time together, we discussed common roadblocks women face in this industry and the unique challenges advisors of color often have to overcome. Besides...
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